Meet the Team

  • Michael Davie

    Michael is a dedicated finance professional, delivering tangible improvement to the lives of his clients, his employees & peers throughout his seventeen years within the financial services industry.

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  • Millicent Davie

    With over 10 years experience in the Financial Services industry, Millicent held positions across numerous large organisations right through to a boutique financial planning firm.

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  • Kellie McLaughlin

    Over Kellie’s 16 years in the industry, she has worked for several financial planning organisations and began working for Michael as part of the Pekada team in 2013.

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Our Clients

At Kuda Wealth we make it our mission to understand your goals and the influences that drive your decision making.

By knowing what is important to you, it provides us the foundation to strategically build a solution to meet your goals and financial freedom.

Been good to & for me. Approachable & reliable.

- Tony Z, Forest Hill, VIC

Michael is a true professional. His knowledge and advice has been beneficial. He is passionate about guiding people in the right direction. When it comes to investment, superannuation and retirement. I would recommend Michael and his team.

- Angela D, Seymour, VIC

Michael is passionate about financial advice and his strategic knowledge and attention to detail are second to none. Michael is also highly personable with strong leadership skills. I would recommend Michael's services without question.

- Cecilia I-S, Hawthorn, VIC

Throughout my dealings with Michael, I have found him to be extremely professional, honest and abreast of current issues. He takes the time to truly listen and understand my needs, which I feel is critical given my age and declining ability to remain in the work force.

- Lynne M, Seymour, VIC

Historically, the idea of owning an SMSF has been daunting, however through the help and assistance of Kuda Wealth, we not only understand but reap the benefits of continued growth in our portfolio. We rest assured knowing our financial future is in capable and reliable hands.

- Chris and Jason L, Murchison VIC

We sought advice from Michael in 2015 in relation to retirement planning and have never looked back since. Through his direction and guidance, we have been able to purchase a car without the need for finance. Michael has in effect restored our faith and trust in Financial Planning and the importance of a Financial Planner to manage our affairs.

- Joe and Jenny K, Glen Waverley, VIC

Our Licensee

Watershed Dealer Services Pty Ltd
ABN 29 162 693 272
Australian Financial Services Licensee Number: 436357

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Watershed partners with innovative businesses and professional Advisers by providing alternative licensing solutions, outside those offered by the larger more traditional dealer groups and their suite of mainstream products and services.

Watershed agree and recognise the advantages of active management for clients’ portfolios as oppose to simply making changes at periodic reviews.

With the support and backing of Watershed as a licensee, Kuda Wealth is confident that the advice provided to clients is customised to their needs and capable of dealing with life’s hurdles and challenges. Our strategies balance the need for wealth creation and wealth protection; providing you with peace of mind and thus, ensuring your continued and reliable access to the "currency for life".

Our Business Partners

At Kuda Wealth we have developed relationships with professionals in their respective field of expertise. This comes as an advantage to our clients who benefit from the knowledge these individuals can contribute to their financial success.

In addition to the partners mentioned below, Kuda Wealth works closely with a variety of suitably qualified specialist business partners, with a demonstrated track record of expertise within their field situated in varied geographical areas of Melbourne.

Talk to us about your needs and we are more than happy to make an introduction to a locally based specialist that can assist you achieve your goals.

Accounting

  • Edwards Pearl

    240 Bay Street
    Brighton North Victoria 3186

  • BHT Partners

    View website

    Level 1, 963 Main Road
    Eltham Victoria, 3095

  • Rucker Financial

    View website

    90-96 Tram Road
    Doncaster Victoria, 3108

  • JHL Accounting

    View website

    PO Box 8059
    Ferntree Gully, VIC, 3156

Mortgage Brokers

  • Omega Finance

    View website

    78/2 Main Street
    Greensborough Victoria, 3088

  • WFG Mortgage

    Suite 3-5, Level 2, 78 Main Rd,
    Greensborough, VIC 3088

General Insurance & Other Business Services: